Hi @Jake Pangan, You can do that via Sales Order Transaction Search: Here is the reference criteria:

The attached files on IF are under Communication -> Files: You can edit the required file from there and select the checkbox:

SuiteAnswer articles are super helpful, and I learn a lot from them. I also came across some that weren't 100% accurate or complete. For example, I haven't seen the {item.inventorylocation.id} or similar to work (e.g., reference to a field that is "two joins away" instead of "one join away"). What you have right now won't…

Thanks for checking. The formula you have in the original post has spaces, but that is possibly due to formatting on this website. Could you remove these criteria and see if the report runs: I don't think the {item.inventorylocation.id} and {item.assetaccount.id} are valid. Perhaps you can replace them with…

Hi @Dext3r, You should be able to do that by checking the "Available Without Login" checkbox on the file record: You can also write a script to mark the checkbox automatically based on specific criteria.

Hi @Pallavi1903, Are you noticing this issue on all Projects or just a few? Can you double-check if you have any custom Transaction View/Filters selected?

Hi @Craig_Verde, You should be able to achieve this via the Custom "Item Pricing" sublist, where you can default the sorting to alphabetical. Once you add the custom "Item Pricing" sublist to the Customer record under the Financial tab, and confirm the results are accurate, you can hide the native sublist.

Yes, that makes sense about {type} vs. {recordtype}, @Vasya_3, I think the main problem with your formulas is the unnecessary spaces. For example, you should write {recordtype} instead of { recordtype }. Can you remove all the spaces you have in squiggly parenthesis and try again?

Thank you!

@User_Jen, On August 4, I proposed a solution to your question using Custom Fields. Did you try that? Here is a screenshot of a Vendor Bill from my Sandbox showing the Payment Date and ID: Isn't this what you were looking for?

Looks great!

You would need to go to the "Custom" subtab to select your Saved Searches:

Hi @Paul Salkeld, You should be able to run the same KPIs via "KPI Scorecard", which has a "Less is More" option that reverses the color/metric indicator.

Hi @david.kelly, Are you noticing this issue only when typing in the Global Search box?

Hi @Vasya_3 , For the first formula, can you replace {recordtype} with {type} and see if anything changes?

Here is an example of an Inline HTML field value on the Opportunity Record: I used this formula in the above example: '<img src = "http://www.clker.com/cliparts/9/m/I/b/q/O/christmas-tree.svg.thumb.png">' For your use case, it might be easier to use the "Set Field Display Type" workflow action to show/hide the Inline HTML…

Hi @Yuval Yunovitch, Did you set up the custom "Approval Status" field as "Rich Text"? If yes, change it to "Inline HTML" type and see if that works.

Hi @User_GIRUL, I assume you are using the Legacy Tax Engine and not SuiteTax. Could you check if the transaction has the correct Ship To address populated?

Hi @User_6YD5L, For your particular use case, the solution is to: Uncheck "Mandatory" on the "Validation & Defaulting" subtab of the Custom Segment. Create a Script to make the Custom Segment mandatory on the transaction line and deploy it on applicable transaction types.

Hi @User_MFH4I, You can't keep the Accounting Period open for one Role. The Leading Practice is to Lock the AR, AP, and GL for and allow the Controller (and additional managerial roles) to post to Locked Periods. The required permission to do that is Setup -> Override Period Restrictions.

Thanks for providing the additional information and screenshots. When you say the Location is incorrect, are you referring to the Charge or Invoice? There is a Calgary location on a Charge, but it isn't shown on the Invoice screenshot. An invoice should have a separate line for each Location/Segment, as it impacts the GL…

You would need to set the Project to "Inactive" to hide it on PO and Bill. For most clients I worked with, I would have a workflow to set the Project to "Inactive" based on the Project Status (e.g., Pending Finance Review). That would also help to hide the Project from the Resource Allocation Chart and clear any future…

Based on the use case you provided, it might be better to use additional criteria in the alert to identify the users who aren't using NS regularly and need to get the alert. For example, they may have a specific "Job Record Type", "Remote" status, or another distinct identified. Alternatively, you can add a Custom Checkbox…

Hi @Dext3r, If you are using a multi-subsidiary customer feature, then it won't matter which vendor you select. Typically, the vendor doesn't matter, as you are billing an expense back to the customer per agreement with the customer, which may limit the amount but not specify the vendor.

Hi @Morgan Elmac, The "Invoicing Preferences -> Invoicing" won't apply to charge-based Projects. If you set the "Group Charges By" under "Invoicing Preferences -> Charge" to Transaction or Employee, the charges may appear on the same invoice. You could also edit the related charges and set them to the same or sequential…

You can't manually add lines to the Revenue Plan. NetSuite automatically adds them based on the Revenue Rule and other related information. For example, if you have a revenue of $1,200 and the Revenue Rule is to recognize it straight-line over 12 months, you will get 12 lines x $100 on the Revenue Plan.

No worries - I'm glad to help any way I can.

If you posted RevRec JEs against the Revenue Plan, you won't be able to change the Revenue Rule. The only option to change it is to delete the RevRec JEs. You may need to delete the Revenue Plan, update the Revenue Rule on the Revenue Arrangement line, and re-create the Revenue Plan. You can also consider marking the "Is…

I would be surprised if Global Search is cutting off search results. The Global Search is sorting the results alphabetically by default. Regarding the Item Search, if you search for "shelf", it shouldn't produce any results for items that don't contain the keyword. If clearing the custom field doesn't help, the best next…

The correct treatment for revaluing the Bank is to post the revaluation Gain/Loss to Unrealized GL. NetSuite is doing it correctly. The best is to double-check if you can change the destination GL for the Bank via Foreign Currency Variance Mapping. I used it for various mapping changes but can't recall if it included the…